Companies with a Permanent Right to Win with Bo Knudsen, Managing Director of Global Equities at C Worldwide Asset Management

My guest on the show today is Bo Knudsen, the Managing Director of Global Equities at C Worldwide Asset Management. Many listeners may not be familiar with C Worldwide, but the Denmark-based firm manages over 20 billion dollars. Bo has been a portfolio manager since 1989 and has had his hand in some strategies that have generated incredible outperformance versus their benchmarks over long periods of time. In this insightful conversation, we discussed:

• The characteristics of a typical C Worldwide compounder;
• The investing culture that encourages employees to stay with the firm for decades;
• His history with the company Novo Nordisk, the Danish company that is now well-known for its weight loss drugs;
• How the firm approaches ethical and sustainable investing; and
• The elements that have allowed C Worldwide to generate such meaningful outperformance over time.

For more information about C Worldwide Asset Management, please visit: https://www.cworldwide.com/

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All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.